Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church.

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$30

Performance (%, 1YR)

0.05

Chief Executive

Andrew Hendren

Chief Investment Officer

David Zellner

Chair

Bishop Robert Schnase

Asset allocation

Asset allocation calculated from reported asset values

40.57% Equity

38.14% Fixed Income Securities

5.43% Limited Partnership Investments

5.24% Emerging Markets Funds

5.22% Short-term Securities

5.40% Securities Loaned

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of December 31, 2021. All information is as per the most recent annual report or other publicly available data via the fund's website

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When John Wesley, the 18th century Anglican cleric, preached that business practices should not harm one’s neighbour, he never imagined that his principles would guide the global investment strategy of an $18.4-billion pension fund. Today, the General Board of Pension and Health Benefits of the United Methodist Church, based in Chicago, ranks as one of […]

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